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Investment managers and funds in Salt Lake City, UT

31 SEC-registered investment managers and 361 SEC-reporting funds give Salt Lake City, UT as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Salt Lake City, UT

Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.

Fund administrators

Aduro Advisors, LLC, ALPINE SEVEN MIDCO, LLC, Alter Domus, Carta, Dynamo Software, Standish Management, LLC, UMB Bank, N.A., WASATCH ADVISORS, INC

Placement agents and marketers

HARKEN CAPITAL SECURITIES, LLC

Broker-dealers

Interactive Brokers, J.P. Morgan, Morgan Stanley, NatWest Markets, Wells Fargo

Custodians

Bank of America, First Citizens Bank & Trust Company, Morgan Stanley, Northern Trust Company, Silicon Valley Bank, UMB Bank, N.A., Wells Fargo, ZIONS BANCORPORATION, N.A.

Auditors

BDO USA, Bennett Thrasher LLP, Cohen & Company Ltd., Ernst & Young LLP, KPMG LLP, PricewaterhouseCoopers LLP, Richey May & Co. LLP, TANNER LLC

About this data

All figures on this page are counts drawn from public SEC filings (Form ADV and Form D) and are shown as filed. Provider names are the appointments named in those filings. ALTALLO does not verify, rank or endorse any firm, and ALTALLO is not affiliated with, endorsed by, or acting on behalf of the SEC or any filing entity.

ALTALLO is a discovery platform where technology and service providers and investment managers find each other and connect.

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